Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI Sweden ETF EWD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25K Hold
87
– – ﹤0.01% 5077
2025
Q4 		$4K Buy
87
+13
+18% +$624 ﹤0.01% 4888
2025
Q3 		$3K Hold
74
– – ﹤0.01% 4893
2025
Q2 		$3K Hold
74
– – ﹤0.01% 4761
2025
Q1 		$3K Sell
74
-68
-48% -$2.86K ﹤0.01% 4616
2024
Q4 		$5K Buy
142
+68
+92% +$2.7K ﹤0.01% 4191
2024
Q3 		$3K Hold
74
– – ﹤0.01% 4270
2024
Q2 		$3K Hold
74
– – ﹤0.01% 4063
2024
Q1 		$3K Hold
74
– – ﹤0.01% 3835
2023
Q4 		$3K Hold
74
– – ﹤0.01% 3687
2023
Q3 		$2K Hold
74
– – ﹤0.01% 3792
2023
Q2 		$3K Hold
74
– – ﹤0.01% 3631
2023
Q1 		$3K Hold
74
– – ﹤0.01% 3491
2022
Q4 		$2K Hold
74
– – ﹤0.01% 3538
2022
Q3 		$2K Buy
+74
New +$2.29K ﹤0.01% 3451
2018
Q3 		– Sell
-5
Closed – – 1880
2018
Q2 		$0 Buy
+5
New +$165 ﹤0.01% 1705
2018
Q1 		– Sell
-8
Closed – – 1444
2017
Q4 		$0 Sell
8
-15
-65% -$524 ﹤0.01% 1490
2017
Q3 		$1K Buy
+23
New +$796 ﹤0.01% 1367

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares MSCI Sweden ETF (EWD) position steady in Q1 2026 at 87 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5077.

Carson Wealth (CWM LLC) first reported a position in EWD in Q3 2017 and has held it in 18 quarters since. The position peaked at $5K in Q4 2024. 85 funds tracked by Wall St. Rank hold EWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 87 shares of iShares MSCI Sweden ETF worth $4.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI Sweden ETF share count unchanged in Q1 2026.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5077 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI Sweden ETF in Q3 2017 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI Sweden ETF position peaked at $5K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.